EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
1,200
602
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48
603
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78
604
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605
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606
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607
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54
608
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609
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610
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+8
611
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$3K ﹤0.01%
36
613
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15
614
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80
615
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35
-25,561
616
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19
617
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620
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$3K ﹤0.01%
9
622
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22
623
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14
624
$3K ﹤0.01%
110
-107
625
$3K ﹤0.01%
20
23 24
25
26 27